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FIKVX vs PACCX
FIKVX vs PACCX Comparison
Open Charts FIKVX vs PACCX
Fidelity Advisor Asset Manager 20% Z
Price$13.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.41B
Putnam Dynamic Asset Allocation Cnsrv C
Price$10.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets553.17M
FIKVX vs PACCX Comparison Chart
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FIKVX vs. PACCX commentary
Apr 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIKVX is a Buy and PACCX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. PACCX (553M). FIKVX pays higher dividends than PACCX: FIKVX (3.36) vs PACCX (2.81). FIKVX was incepted earlier than PACCX: FIKVX (7 years) vs PACCX (31 years). PACCX (1.75) is less costly to investors than FIKVX (0.46). PACCX is a more actively managed with annual turnover of: 372.00 vs. FIKVX (28.00). FIKVX (0) and PACCX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.35 vs. PACCX (3.75). FIKVX return over 5 years is better than : 14.36 vs. PACCX (3.86).
| FIKVX | PACCX | FIKVX / PACCX | |
| Total Expense Ratio | 0.46 | 1.75 | 26% |
| Annual Report Gross Expense Ratio | 0.46 | 1.75 | 26% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | -0.268 | -1.845 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 553M | 978% |
| Annual Yield % from dividends | 3.36 | 2.81 | 120% |
| Returns for 1 year | 5.35 | 3.75 | 143% |
| Returns for 3 years | 5.87 | 2.23 | 263% |
| Returns for 5 years | 14.36 | 3.86 | 372% |
| Returns for 10 years | N/A | 4.77 | - |
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